See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,369 | $48,230-14.2% | $67,502-38.7% | $80,856-48.8% |
| Participation rate | 10.8% | 66.4%-55.6pp | 72.9%-62.1pp | 67.6%-56.8pp |
| Annual return | 18.67% | 18.28%+0.4pp | 3512.12%-3493.5pp | 35.59%-16.9pp |
| Employer contribution / active EE | $410 | $2,020-79.7% | $2,731-85.0% | $2,755-85.1% |
| Participant deferral / active EE | $1,070 | $2,924-63.4% | $4,000-73.2% | $4,296-75.1% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |